FINANCIAL PLANNING

Be Confident in Your Financial Plan

Whether planning to build a home by the lake or help a family member start a business, a well-devised plan is needed to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning for pursuing a bright and confident future.

P R O C E S S

Great River Investments, LLC, will partner with you to:

  • Discuss short and long-term financial goals
  • Review of your current financial positions including assets, debts, and income
  • Analyze your tax returns for tax planning possibilities
  • Evaluate, discuss, and recommend changes to your investment management strategy
  • Assess all your insurance programs
  • Provide a detailed report informing you exactly what next steps to take
Schedule your free consultation today!

Legal Disclosure

Securities and Investment Advisory Services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. Great River Investments, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Marvin Thomson at 319-576-2264 and mthomson@brokersifs.com. 

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2723 Mt. Pleasant Street, Suite B
Burlington, Iowa  52601
319-576-2264

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